AAPL vs. SCHD
Compare and contrast key facts about Apple Inc (AAPL) and Schwab US Dividend Equity ETF (SCHD).
SCHD is a passively managed fund by Charles Schwab that tracks the performance of the Dow Jones U.S. Dividend 100 Index. It was launched on Oct 20, 2011.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: AAPL or SCHD.
Correlation
The correlation between AAPL and SCHD is 0.85, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Performance
AAPL vs. SCHD - Performance Comparison
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Key characteristics
AAPL:
0.48
SCHD:
0.24
AAPL:
0.91
SCHD:
0.53
AAPL:
1.13
SCHD:
1.07
AAPL:
0.48
SCHD:
0.30
AAPL:
1.63
SCHD:
0.98
AAPL:
9.87%
SCHD:
4.99%
AAPL:
32.99%
SCHD:
16.27%
AAPL:
-81.80%
SCHD:
-33.37%
AAPL:
-18.42%
SCHD:
-8.85%
Returns By Period
In the year-to-date period, AAPL achieves a -15.62% return, which is significantly lower than SCHD's -2.39% return. Over the past 10 years, AAPL has outperformed SCHD with an annualized return of 22.08%, while SCHD has yielded a comparatively lower 10.55% annualized return.
AAPL
-15.62%
6.52%
-5.77%
15.69%
23.14%
22.08%
SCHD
-2.39%
4.47%
-7.69%
3.83%
14.13%
10.55%
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Risk-Adjusted Performance
AAPL vs. SCHD — Risk-Adjusted Performance Rank
AAPL
SCHD
AAPL vs. SCHD - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Apple Inc (AAPL) and Schwab US Dividend Equity ETF (SCHD). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
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Dividends
AAPL vs. SCHD - Dividend Comparison
AAPL's dividend yield for the trailing twelve months is around 0.48%, less than SCHD's 3.93% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
AAPL Apple Inc | 0.48% | 0.40% | 0.49% | 0.70% | 0.49% | 0.61% | 1.04% | 1.79% | 1.45% | 1.93% | 1.93% | 1.67% |
SCHD Schwab US Dividend Equity ETF | 3.93% | 3.64% | 3.49% | 3.39% | 2.78% | 3.16% | 2.98% | 3.06% | 2.63% | 2.89% | 2.97% | 2.63% |
Drawdowns
AAPL vs. SCHD - Drawdown Comparison
The maximum AAPL drawdown since its inception was -81.80%, which is greater than SCHD's maximum drawdown of -33.37%. Use the drawdown chart below to compare losses from any high point for AAPL and SCHD. For additional features, visit the drawdowns tool.
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Volatility
AAPL vs. SCHD - Volatility Comparison
Apple Inc (AAPL) has a higher volatility of 11.36% compared to Schwab US Dividend Equity ETF (SCHD) at 4.93%. This indicates that AAPL's price experiences larger fluctuations and is considered to be riskier than SCHD based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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